Microsoft Teams

The Microsoft Teams plugin lets automations post messages to Microsoft Teams channels, such as a daily catalog-quality summary or an alert when an order needs attention. It delivers messages only; the agent cannot read Microsoft Teams conversations through it.

Connect

A project owner or developer connects Microsoft Teams once for the project.

1. In Studio, open AI → Plugins and select Microsoft Teams.
2. Choose Connect and sign in to the Microsoft account for the intended tenant in the popup.
3. Review the requested permissions and approve them.
4. Confirm the Microsoft tenant and team under Connected accounts. Connect another account to deliver to a second Microsoft tenant and team.

Microsoft Teams connections are project accounts; there is no personal Microsoft Teams connection. Owners and developers can disable the plugin or revoke a connection in Dashboard → project → Integrations. See govern plugins.

Deliver from an automation

1. Open the automation and find Tools → Send to Microsoft Teams.
2. Choose Add. If no account is connected yet, choose Connect there instead. Choose the Workspace when more than one is connected; otherwise the primary account is used.
3. Under Channels, select one or more channels.
4. Say in the instructions what to post and when, for example “post a summary of the records you changed”.
5. Run the automation manually against a test channel and check the message and the run details.

A connected account confirms authorization, not that every channel accepts messages. Channel membership and Microsoft Teams policy can still block delivery.

Identity and access

A Microsoft Teams identity and a Flexkit account are different identities. Membership in the Microsoft tenant and team does not grant access to project data, and channel members see only what the automation posts. Inspect roles and spaces when a Flexkit request is denied.

Troubleshooting

Any Microsoft work or school account can connect; personal Microsoft accounts cannot, because they have no Teams channels to deliver to. When Microsoft shows Need admin approval after sign-in, your organization does not let members approve apps themselves: ask a Microsoft Entra administrator to grant consent for Flexkit, then connect again.

Check the connected Microsoft tenant and team, the channel’s access, the automation’s delivery settings and the run details. When the account shows Needs reconnect, choose Reconnect in AI → Plugins → Microsoft Teams. Review dependent automations before disconnecting an account.

Keep provider tokens and customer conversations out of public support reports. To send data to your own receiver instead, use outgoing webhooks.